Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
60,099
shares
|
$12.8 Million
3.59% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
60,000
shares
|
$12.7 Million
13.07% of portfolio
|
Q4 2021
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
59,994
shares
|
$12.7 Million
4.93% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
59,976
shares
|
$12.7 Million
2.72% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
59,976
shares
|
$12.7 Million
6.15% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,919
shares
|
$12.7 Million
1.66% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
59,872
shares
|
$12.7 Million
2.36% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
59,838
shares
|
$12.7 Million
4.18% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
59,776
shares
|
$12.7 Million
6.47% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
59,761
shares
|
$12.7 Million
6.38% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
59,699
shares
|
$12.7 Million
2.16% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
59,680
shares
|
$12.7 Million
7.2% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
59,653
shares
|
$12.7 Million
2.75% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
59,556
shares
|
$12.7 Million
2.93% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
59,533
shares
|
$12.6 Million
12.38% of portfolio
|
Q4 2023
Reduced 24.89%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
59,501
shares
|
$12.6 Million
3.57% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
59,407
shares
|
$12.6 Million
3.5% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
59,388
shares
|
$12.6 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
59,380
shares
|
$12.6 Million
2.06% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
59,330
shares
|
$12.6 Million
3.76% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
59,312
shares
|
$12.6 Million
11.79% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
59,287
shares
|
$12.6 Million
1.17% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
59,198
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
59,147
shares
|
$12.6 Million
4.55% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
59,114
shares
|
$12.6 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.33%
|